
Über diesen Podcast
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
418 Folgen · business
Behind The Advisor
Über diesen Podcast
Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
Neue Folgen
- Ep #418: Finding Your Voice: Why Podcasting Became a Power Tool for Modern Advisors1. Juli · 42 Min.
- Ep #417: Still Standing, Still Evolving: What 10+ Years Inside XYPN Actually Looks Like17. Juni · 44 Min.
- Ep #416: Beyond the Balance Sheet: Advising Families Across Generations3. Juni · 41 Min.
- Ep #415: Balanced PM Preview: Breaking Down Stagflation20. Mai · 1 Std. 05 Min.
- Ep #414: From Set to CFP®: Reinventing Your Career From Scratch6. Mai · 43 Min.
- Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE8. Okt. 2025 · 56 Min.
- Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs10. Sept. 2025 · 36 Min.
- Ep #411: Growing Through Change: Building a Balanced Financial Practice27. Aug. 2025 · 36 Min.
- Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships13. Aug. 2025 · 35 Min.
- Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm16. Juli 2025 · 36 Min.